Barbara Cartwright Email & Phone Number

Kansas City, Missouri, United States

• Receives and responds in a prompt timely manner to routine client’s inquiries, maintain documentation of communications, existing issues, respond to insurance questions and solve accounting concerns.• Build and update spreadsheets tracking client policy renewal dates and status of new documents.• Prepares written correspondence and makes telephone calls to underwriters• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion• Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern• Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports• Assists with financial reporting for renewals by gathering and compiling client details• Executes any requested changes on policies• Issue certificates of insurance and evidence of property insurance based on individual requirements• Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures• Maintains and keeps records of clients. Issues and processes client invoicing• Assist is the research of invoice and billing errors• Acquires an understanding of insurance brokerage business and account servicing processes

Kansas City, Missouri Area

• Build and cultivated relationships with new and existing customers so that assigned revenue goals and customer expectations are met and exceeded• Responded to incoming Request for Proposals for new existing account in order to build a business case as to why their meeting would be a fit for the hotel• Solicited new business to meet and exceed corporate goals put in place for sales position• Proactively generated group and meeting leads for property• Met goals on converting leads to definite status• Worked closely with key contacts for corporate accounts (to include key contacts at travel agencies) maintaining and strengthen relationship to earn their commitment to be preferred status in their meeting and travel programs• Solicited new and repeat business for meetings and events for various clients to include the planning and execution of the event while staying within the client's budget• Created and maintained a comprehensive account plan for each account, including strategies and actions to grow revenue and market share building client commitment to the hotel• Participated as a member of Meeting Planners International Kansas City in continuing education networking event and social events building relationships within the market with other supplier relationships and members

Kansas City, Missouri Area

• Met with clients listening to their needs and presenting ideas and solutions to meet their event requirements and exceed their expectations while keeping within their budget• Prepared contracts for each account with attention to detail specific to their rate, volume commitment and amenities negotiated under the contract. Communicate clearly to client mutual commitment between client and hotel• Prepared weekly and monthly sales tracking sheets in order to track current and prospects to meet account activity goals• Used prospecting tools such as the KC Business Journal and other marketing feeds to be current on companies moving into and out of the market to consider as prospects for our services• Networked within the community to bring recognition to the hotel• Participated in industry events promoting the hotel• Scheduled consistent and regular client meetings to review previous meetings or events• Created and maintained a comprehensive account plan for accounts, which includes strategies and actions to grow revenue and market share building client commitment to the brand• Used negotiation skills to foster positive relationships thus creating a win-win for client and hotel while looking out for both parties' best interests• Attended trade shows promoting hotel and brand to a wide range of industry sectors• Networked within the community to bring recognition to the hotel both locally and globally through participation in industry events

Kansas City, Mo

• Oversaw corporate travel for two properties for a total of 1454 sleeping rooms• Solicited new and existing accounts to meet and exceed annual revenue goal of 105% set by Regional Revenue Team• Managed approximately 120 current accounts to retain and grow market share resulting in approximately 45,000 room nights per year• Led revenue expansion through telephone solicitation, cold calls, prospecting, outside sales calls, attending trade shows, community events, industry meetings and networking events• Built personal relationships by serving as a liaison between company, individual travelers and peer organizations• Negotiated annual contracts researching production in the market to make sure that rate and amenities were competitive with other hotels to attract as much business as possible to grow share

Kansas City, Mo

• Sales Incentive Coordinator responsible for new business development and sales of The Commerce Funds mutual fund products• Coordinate all aspects of The Commerce Funds sales conferences and board meetings. Duties include travel arrangements, hotel accommodations and room set up working closely with sales manager on site• Administration of the entire Western Region of the incentive referral program, maintaining all records along with issuing referral payments to bank employees and quarterly commission to sales officers that is complex and highly confidential• Support department manager in daily sales management activities and special marketing projects including the tracking of departmental new business totals• Work directly with attorneys, high net worth customers and bank officers in various phases of business development • Manage Sales team calendars, organize meetings, welcome visitors, accept phone calls, take messages and often take care of travel arrangements for senior-level executives• Serve as links between the executive and the rest of the staff, contribute to better organization and planning, and help leaders be more effective in their roles• Organizing various client meetings, including scheduling, sending reminders and organizing catering when necessary • Using various software, including word processing, spreadsheets, and presentation software to prepare reports and/or special projects